DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 22, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 130
- +1 vs. Q3 2025
- Portfolio value
- $1.57B
- −$2.85M (−0.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,148,952 | $555.7M | 35.4% | +5,316+0.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 114,009 | $57.3M | 3.6% | −14,361−11.2% | Reduced | History |
| AAPLApple Inc. | Stock | 164,376 | $44.7M | 2.8% | +3,847+2.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 179,593 | $41.5M | 2.6% | +839+0.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 87,078 | $30.1M | 1.9% | +445+0.5% | Added | History |
| NWPXNWPX Infrastructure, Inc. | COM | 443,345 | $27.7M | 1.8% | −3,292−0.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 80,487 | $25.3M | 1.6% | −30,251−27.3% | Reduced | History |
| CMICummins Inc | Stock | 46,127 | $23.5M | 1.5% | +240+0.5% | Added | History |
| CBChubb Ltd | Stock | 73,471 | $22.9M | 1.5% | +492+0.7% | Added | History |
| NVDANVIDIA Corp | Stock | 121,081 | $22.6M | 1.4% | +1,768+1.5% | Added | History |
| ORIOld Republic International Corp | COM | 490,373 | $22.4M | 1.4% | +1,815+0.4% | Added | History |
| BACBank of America Corp | Stock | 406,530 | $22.4M | 1.4% | +2,177+0.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 25,910 | $22.3M | 1.4% | −56−0.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 32,898 | $21.7M | 1.4% | −238−0.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 141,424 | $21.7M | 1.4% | +58,594+70.7% | AddedConverted for a 5-for-1 split | History |
| PLDPrologis, Inc. | REIT | 168,886 | $21.6M | 1.4% | +815+0.5% | Added | History |
| DHRDanaher Corp | Stock | 92,704 | $21.2M | 1.4% | +434+0.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 272,443 | $21.0M | 1.3% | +1,692+0.6% | Added | History |
| ELANElanco Animal Health Inc | COM | 927,018 | $21.0M | 1.3% | −826,351−47.1% | Reduced | History |
| QCOMQualcomm Inc | Stock | 118,597 | $20.3M | 1.3% | +395+0.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 88,640 | $20.3M | 1.3% | +234+0.3% | Added | History |
| PEPPepsiCo Inc | Stock | 137,259 | $19.7M | 1.3% | +702+0.5% | Added | History |
| CVXChevron Corp | Stock | 126,755 | $19.3M | 1.2% | +1,764+1.4% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 410,009 | $18.8M | 1.2% | +410,009 | New | History |
| KMIKinder Morgan, Inc. | Stock | 679,310 | $18.7M | 1.2% | +3,185+0.5% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 24,074 | $18.6M | 1.2% | +2,713+12.7% | Added | History |
| WECWec Energy Group, Inc. | Stock | 172,937 | $18.2M | 1.2% | +904+0.5% | Added | History |
| CMECME Group Inc. | COM | 65,698 | $17.9M | 1.1% | +268+0.4% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 93,283 | $17.2M | 1.1% | +32,914+54.5% | Added | History |
| VZVerizon Communications Inc | Stock | 418,222 | $17.0M | 1.1% | +2,159+0.5% | Added | History |
| GPCGenuine Parts Co | Stock | 137,233 | $16.9M | 1.1% | +684+0.5% | Added | History |
| BABoeing Co | Stock | 76,824 | $16.7M | 1.1% | +73,404+2,146.3% | Added | History |
| ABTAbbott Laboratories | Stock | 130,160 | $16.3M | 1.0% | +564+0.4% | Added | History |
| HDHome Depot, Inc. | Stock | 46,614 | $16.0M | 1.0% | +491+1.1% | Added | History |
| EMNEastman Chemical Co | Stock | 241,662 | $15.4M | 1.0% | +241,662 | New | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 45,321 | $15.4M | 1.0% | +26+0.1% | Added | History |
| HUBBHubbell Inc | COM | 33,390 | $14.8M | 0.9% | +80+0.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 24,136 | $14.0M | 0.9% | −63−0.3% | Reduced | History |
| DINOHF Sinclair Corp | COM | 290,951 | $13.4M | 0.9% | −125,198−30.1% | Reduced | History |
| CDNSCadence Design Systems Inc | Stock | 41,968 | $13.1M | 0.8% | +9,024+27.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 158,484 | $12.9M | 0.8% | −16,340−9.3% | Reduced | History |
| RELLRichardson Electronics, Ltd. | COM | 1,133,092 | $12.3M | 0.8% | −7,332−0.6% | Reduced | History |
| RTXRTX Corp | Stock | 63,326 | $11.6M | 0.7% | −22,023−25.8% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 29,551 | $9.76M | 0.6% | −13,837−31.9% | Reduced | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 154,075 | $9.05M | 0.6% | +12,104+8.5% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 88,742 | $7.08M | 0.5% | +7,068+8.7% | Added | – |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 109,442 | $5.78M | 0.4% | +4,374+4.2% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 49,424 | $4.75M | 0.3% | +3,811+8.4% | Added | – |
| ADBEAdobe Inc. | Stock | 13,476 | $4.72M | 0.3% | +7,010+108.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,242 | $4.26M | 0.3% | +683+12.3% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 141,851 | $4.20M | 0.3% | +4,832+3.5% | Added | – |
| EXPDExpeditors International of Washington Inc | COM | 25,292 | $3.77M | 0.2% | +1,269+5.3% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 6,366 | $3.61M | 0.2% | +862+15.7% | Added | History |
| BKRBaker Hughes Co | CL A | 71,501 | $3.26M | 0.2% | +71,501 | New | History |
| OXYOccidental Petroleum Corp | Stock | 71,556 | $2.94M | 0.2% | +1,777+2.5% | Added | History |
| TSLATesla, Inc. | Stock | 6,429 | $2.89M | 0.2% | −265−4.0% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,120 | $2.75M | 0.2% | +616+3.3% | AddedConverted for a 2-for-1 split | – |
| RACEFerrari N.V. | COM | 7,314 | $2.70M | 0.2% | +252+3.6% | Added | History |
| UNFUnifirst Corp | COM | 13,551 | $2.61M | 0.2% | +13,551 | New | History |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 65,353 | $2.57M | 0.2% | +2,315+3.7% | Added | – |
| SYMSymbotic Inc. | Stock | 43,134 | $2.57M | 0.2% | −60,477−58.4% | Reduced | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 21,336 | $2.51M | 0.2% | +369+1.8% | Added | – |
| ACNAccenture plc | Stock | 9,090 | $2.44M | 0.2% | +9,090 | New | History |
| SIISprott Inc. | COM NEW | 24,141 | $2.36M | 0.2% | +594+2.5% | Added | History |
| TGTTarget Corp | Stock | 24,011 | $2.35M | 0.1% | +24,011 | New | History |
| IBITiShares Bitcoin Trust ETF | ETF | 40,622 | $2.02M | 0.1% | +975+2.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,942 | $2.01M | 0.1% | +377+14.7% | Added | – |
| ALKTAlkami Technology, Inc. | Stock | 76,212 | $1.76M | 0.1% | +76,212 | New | History |
| GOOGLAlphabet Inc. | Stock | 5,468 | $1.71M | 0.1% | +544+11.0% | Added | History |
| ORCLOracle Corp | Stock | 8,604 | $1.68M | 0.1% | +8,604 | New | History |
| COINCoinbase Global, Inc. | COM CL A | 7,133 | $1.61M | 0.1% | +6,040+552.6% | Added | History |
| ALGNAlign Technology Inc | COM | 9,466 | $1.48M | 0.1% | +238+2.6% | Added | History |
| MIRMirion Technologies, Inc. | COM CL A | 63,038 | $1.48M | 0.1% | +63,038 | New | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 32,175 | $1.45M | 0.1% | +1,069+3.4% | Added | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 43,363 | $1.37M | 0.1% | +1,481+3.5% | Added | – |
| VVisa Inc. | Stock | 3,861 | $1.35M | 0.1% | +241+6.7% | Added | History |
| RYAMRayonier Advanced Materials Inc. | COM | 200,000 | $1.18M | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 8,227 | $990.1K | 0.1% | −78−0.9% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 4,250 | $932.3K | 0.1% | −3,201−43.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,586 | $833.3K | 0.1% | +87+3.5% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,837 | $763.6K | <0.1% | −307−1.1% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,167 | $726.5K | <0.1% | +246+12.8% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,126 | $691.8K | <0.1% | 00.0% | Unchanged | – |
| PLTRPalantir Technologies Inc. | Stock | 3,758 | $668.0K | <0.1% | +157+4.4% | Added | History |
| MCOMoodys Corp | Stock | 1,299 | $663.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,738 | $642.7K | <0.1% | +948+10.8% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,245 | $619.8K | <0.1% | 00.0% | Unchanged | – |
| GWWW.W. Grainger, Inc. | Stock | 588 | $593.3K | <0.1% | +2+0.3% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,237 | $579.9K | <0.1% | −446−26.5% | Reduced | History |
| ETHAiShares Ethereum Trust ETF | SHS | 25,166 | $564.5K | <0.1% | −913−3.5% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,563 | $548.4K | <0.1% | +55+1.2% | Added | – |
| ETNEaton Corp plc | Stock | 1,650 | $525.5K | <0.1% | 00.0% | Unchanged | History |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 18,133 | $525.3K | <0.1% | −17,706−49.4% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,001 | $488.3K | <0.1% | 00.0% | Unchanged | – |
| SBUXStarbucks Corp | Stock | 5,776 | $486.4K | <0.1% | +189+3.4% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,116 | $482.4K | <0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 17,769 | $478.2K | <0.1% | −80−0.4% | Reduced | – |
| IAUiShares Gold Trust | ETF | 5,765 | $467.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 4,608 | $462.6K | <0.1% | +4,608 | New | – |
| Schwab International Equity ETF808524805 | ETF | 18,774 | $451.3K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2025 (14)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| LYBLyondellBasell Industries N.V. | SHS - A - | 292,750 | $14.4M | 0.9% | History |
| TXNTexas Instruments Inc | Stock | 59,137 | $10.9M | 0.7% | History |
| PYPLPayPal Holdings, Inc. | Stock | 36,567 | $2.45M | 0.2% | History |
| MOHMolina Healthcare, Inc. | COM | 9,107 | $1.74M | 0.1% | History |
| RGLDRoyal Gold Inc | Stock | 8,556 | $1.72M | 0.1% | History |
| SOCSable Offshore Corp. | COM SHS | 87,576 | $1.53M | 0.1% | History |
| CNRCore Natural Resources, Inc. | COM SHS | 14,257 | $1.19M | 0.1% | History |
| BCCBoise Cascade Co | COM | 14,432 | $1.12M | 0.1% | History |
| RBOTVicarious Surgical Inc. | COM CL A NEW | 187,265 | $1.03M | 0.1% | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,137 | $245.4K | <0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 299 | $223.3K | <0.1% | – |
| NFLXNetflix Inc | Stock | 168 | $201.4K | <0.1% | History |
| INMDInMode Ltd. | SHS | 12,015 | $179.0K | <0.1% | History |
| MVISMicrovision, Inc. | COM NEW | 23,361 | $29.0K | <0.1% | History |